Stratactical Investment Management
Our more than 40 years of combined experience and expertise led us to develop our Stratactical Investment Strategy, to navigate both expanding and turbulent markets. This process has not only been tested through the longest bull market in history, but also through the bear markets of the dot.com bubble, the financial crisis of 2008, and the 2020 pandemic. This process, at its core, is designed to enable upside market participation while attempting to reduce the impacts during bouts of volatility. We establish our strategic view of the market by utilizing both Raymond James and other investment partners’ research, adding in tactical areas of the market we view favorably.
Next, we customize your portfolio using risk as needed, not as tolerated. Once executed, tactical adjustments are implemented as factors within the market, economy, and even the political landscape evolve. Our team has refined this “secret sauce” over countless market cycles.
For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime. While growth is critical ingredient to success, equally, if not more important, is preservation of that wealth.
Multiple market corrections and severe bear markets during our decades of experience have taught us that downside mitigation is of utmost importance. It is not only important to the long term health of a portfolio, but also to the psyche of our families.
It is important that an investment strategy has been stress tested under various conditions. Those conditions can include stock volatility, recessions, inflation, rising and falling interest rate environments, and geopolitical risks. We use the financial industry's most sophisticated modeling tools to replicate these environments to determine how our portfolios react in various scenarios.
Our investment process incorporates a diversified approach using both active and passive investment strategies. Specifically, we create portfolios using a combination of proprietary, research driven, equity models, institutional managers, and ETFs. For those families with the appetite and understanding of alternative investments, we integrate private equity components.
Concentrated stock positions, whether created from years of investing, executive award programs, or inheritance, can create both benefits and concerns- these include liquidity, tax, and volatility risks. We utilize tools and strategies to help mitigate these concerns, including Net Unrealized Appreciation, Exchange Funds, and Call/Put Options.